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Peter Thiel Bets Big on Amazon as AWS Drives AI Infrastructure Boom

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The Story

News Summary

  • Peter Thiel’s macro fund disclosed Amazon as its largest holding at $118 million, representing 28.2% of its portfolio.
  • The move underscores strong institutional backing for Amazon's accelerating AI infrastructure and cloud expansion, as AWS revenue surged 37% year-over-year to $42.2 billion.
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